The majority of my job is extremely rewarding as it includes assisting our clients with daily life. My unique position allows me the opportunity to support our clients with every-day tasks, such as paying bills, making purchases, reconciling accounts, and working out the logistics of any other responsibilities that each client may need for their individual lifestyle and circumstance. Aside from caring for our clients, I also prepare annual accounts, open and close fiduciary bank accounts, reconciling the business accounts, assisting attorneys with Special Needs Trust accounts, and mentoring our new staff and attorneys.
As a mom and a very family-oriented person to begin with, I love spending time with my kids. Whether we’re enjoying a family pizza night together, shopping at the mall, or just catching up after a crazy day, we’re always having fun together. However, I do enjoy some “me” time here and there, and love to bury myself in a good book, get caught up in a decorating project, or just spend some quiet time with my pets.
The majority of my job is extremely rewarding as it includes assisting our clients with daily life. My unique position allows me the opportunity to support our clients with every-day tasks, such as paying bills, making purchases, reconciling accounts, and working out the logistics of any other responsibilities that each client may need for their individual lifestyle and circumstance. Aside from caring for our clients, I also prepare annual accounts, open and close fiduciary bank accounts, reconciling the business accounts, assisting attorneys with Special Needs Trust accounts, and mentoring our new staff and attorneys.
Who I AmAs a mom and a very family-oriented person to begin with, I love spending time with my kids. Whether we’re enjoying a family pizza night together, shopping at the mall, or just catching up after a crazy day, we’re always having fun together. However, I do enjoy some “me” time here and there, and love to bury myself in a good book, get caught up in a decorating project, or just spend some quiet time with my pets.
The Probate Pro